See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,709 | $93,071+53.3% | $74,583+91.3% | $273,961-47.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 11.20% | 26.18%-15.0pp | 20.47%-9.3pp | 41.45%-30.3pp |
| Employer contribution / active EE | $8,333 | $3,160+163.8% | $2,525+230.0% | $4,869+71.2% |
| Participant deferral / active EE | $6,625 | $4,160+59.3% | $3,458+91.6% | $5,287+25.3% |
| Admin fee / account holder | $271 | $5,272-94.9% | $4,138-93.4% | $10,132-97.3% |